Gateway Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Gateway Wealth Partners’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$968K	Buy	10,836 +6,630	+158%	+$603K	0.04%	382
2025 Q4	$370K	Buy	+4,206	New	+$367K	0.04%	324
2023 Q4	–	Sell	-4,697	Closed	-$289K	–	236
2023 Q3	$289K	Hold	4,697	–	–	0.05%	199
2023 Q2	$299K	Hold	4,697	–	–	0.05%	182
2023 Q1	$291K	Hold	4,697	–	–	0.04%	165
2022 Q4	$291K	Buy	+4,697	New	+$287K	0.05%	149

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Gateway Wealth Partners's DLN Position: Q1 2026 in Review

Gateway Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 158% in Q1 2026, buying an estimated $603K and bringing the position to 10,836 shares worth $968K. The position accounts for 0.04% of the portfolio, ranked #382.

Gateway Wealth Partners first reported a position in DLN in Q4 2022 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Gateway Wealth Partners held 10,836 shares of WisdomTree US LargeCap Dividend Fund worth $968K as of Q1 2026.
Gateway Wealth Partners bought 6,630 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $603K.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Gateway Wealth Partners's portfolio in Q1 2026, its #382 holding.
Gateway Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.